The contact catalog
The catalog is the entry page of the Contacts module. It lists your entire base and lets you find a profile in seconds, whether to view, edit or act on multiple contacts at once.
Route: /app/contact/catalogue
Anatomy of the pageβ
The page is organized into three zones:
- Action bar at the top β import, sync, advanced search and add buttons.
- Filter panel on the left β quick filters by category or by status (All, Trash, Archived, New, Deceased).
- Central table β the list of filtered contacts, with search field, columns and pagination.
The filter panelβ
On the left, you find a filter tree that determines what the table displays. Clicking on an entry reloads the list with the corresponding filter.
Base filtersβ
| Filter | What it displays |
|---|---|
| All Contacts | The entire base (default when the page loads) |
| Trash | Deleted contacts awaiting restoration or final deletion |
| Archived | Archived contacts (visible if at least one contact is archived) |
| New | Recently created contacts never opened (visible if at least one is in this state) |
| Deceased | Contacts marked as deceased (visible if at least one is in this state) |
Each filter displays a counter in parentheses (All Contacts (1,245)) reflecting the real total in the database β not the filtered number.
Filters by categoryβ
Under the Categories divider, the list of all your categories appears with, for each, the number of contacts that carry it.
Clicking on a category reduces the table to contacts who are members of it. For example: clicking on Regular donors (87) displays only the 87 regular donors.
A special icon (share instead of the usual label) signals shared categories between multiple organizations β an advanced case for federated structures.
The central tableβ
The table displays contacts matching the active filter.
Columnsβ
| Column | Content |
|---|---|
| Selection | Checkbox for multi-selection (except in Trash mode) |
| Name | Last name + first name, preceded by an icon (gender, status); clickable link to the profile |
| Phone | Primary phone (displays - if the contact has parents or has no phone) |
Primary email (displays - if the contact has parents or has no email) | |
| Actions | Open profile button |
The icon at the start of the row is contextual:
- Blue icon (+): New contact (never opened).
- Gender icon: Male / Female.
- Visual indicators: deceased, archived, favorite.
Free searchβ
The search bar above the table accepts free text. Search is:
- Case-insensitive (
cohen,Cohen,COHENreturn the same result). - Accent-insensitive (
LΓ©vyβLevy). - Full-text on name, first name, email, phone and city fields.
Example: typing
parisreturns all contacts residing in Paris; typing06 12 34returns all contacts whose phone starts with these digits.
"View only my contacts" checkboxβ
If your organization uses the system of per-administrator access restrictions (advanced option), a checkbox appears: View only my contacts. When checked, it limits the table to contacts assigned to you.
Paginationβ
The table uses a virtual scroll: all filtered contacts are loaded and scroll smoothly, even on very large bases. There is no traditional pagination to click β you simply scroll down the list.
Open a contact profileβ
Two ways to open a profile from the catalog:
- Click on the name in the Name column: opens the profile in a side panel without leaving the catalog.
- Click on the Eye button in the Actions column: same result.
The side panel is handy for quickly viewing a profile and then returning to the catalog. For a longer review, you can also navigate to the profile in full page: /app/contact/fiche?id=....
The top action barβ
The top bar gathers operations that don't depend on a selection.
Left side: import and syncβ
| Button | Action |
|---|---|
| Import Excel / CSV | Loads a file in bulk β see the dedicated Import page |
| Sync Contacts (CardDAV) | Syncs with an Apple, Google or other address book |
| Import via Google Contact | Retrieves your Google contacts in one click |
These buttons are conditional on the contact.export permission and on your organization's plan.
Right side: advanced search and addβ
| Button | Action |
|---|---|
| Advanced Search | Switches to /app/contact/search to query by combined criteria |
| Add a Contact | Opens the new profile creation form |
Multi-selection and bulk actionsβ
When you check at least one contact in the table, a new action bar appears: add category, delete, archive, CSV export. These operations are described in detail in Bulk actions.
Special casesβ
- Child contact: if a contact is marked as a child (linked to one or more parents), their Phone and Email columns display
-. Family contact details are managed at the parent level. - Archived contact: remains visible in the All filter as long as archived ones exist, but the dedicated Archived filter lets you isolate them for cleanup.
- Deceased contact: stays active in the base (not deleted), but the Deceased filter lets you find them quickly for Hazkara reminders.
Going furtherβ
- Understand a contact β the structure of a profile
- The contact profile β what you see when you click on a name
- Bulk actions β act on multiple contacts at once